Silvercrest Asset Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Silvercrest Asset Management’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Hold	2,706	–	–	﹤0.01%	800
2025 Q4	$223K	Hold	2,706	–	–	﹤0.01%	828
2025 Q3	$217K	Hold	2,706	–	–	﹤0.01%	799
2025 Q2	$206K	Hold	2,706	–	–	﹤0.01%	816
2025 Q1	$201K	Hold	2,706	–	–	﹤0.01%	820
2024 Q4	$201K	Hold	2,706	–	–	﹤0.01%	808
2024 Q3	$207K	Buy	+2,706	New	+$199K	﹤0.01%	777

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Silvercrest Asset Management's IMCV Position: Q1 2026 in Review

Silvercrest Asset Management held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 2,706 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Silvercrest Asset Management first reported a position in IMCV in Q3 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Silvercrest Asset Management held 2,706 shares of iShares Morningstar Mid-Cap Value ETF worth $229K as of Q1 2026.
Silvercrest Asset Management left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #800 holding.
Silvercrest Asset Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.